Brian Matlock Email & Phone Number

Portfolio Consultant @ Mercer Advisors

5 free lookup(s).

Brian Matlock Location

Texas, United States

Brian Matlock Work

2023 - now Portfolio Consultant @ Mercer Advisors
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2019 - 2023 Trading and Operations @ Steward Wealth Management
2013 - 2019 Relationship Manager @ TD Ameritrade Institutional
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2011 - 2013 Investment Advisor Representative @ LPL Financial
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2010 - 2011 Operations Specialist @ HD Vest Financial Services
2010 - 2010 Accounting @ Range Online Media an iProspect Co.
2005 - 2009 4 Institutional Sales titles @ Fidelity Investments
1991 - 2005 5 Retail Relationship Management titles in Financial Services @ Fidelity Investments

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Brian Matlock Education

Texas A&M University - Mays Business School
BBA (Finance)
1986 - 1991
LHHS
1983 - 1986
Dallas Theological Seminary

Brian Matlock Skills

Mutual Funds
Investment Advisory
Risk Management

Financial Planning
Wealth Management
Strategic Financial Planning
Tax Management
Relationship Management
Leadership
Management

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Brian Matlock Summary

Brian Matlock, based in Texas, United States, is currently a Portfolio Consultant at Mercer Advisors. Brian Matlock brings experience from previous roles at Steward Wealth Management, TD Ameritrade Institutional, LPL Financial and H.D. Vest Financial Services. Brian Matlock holds a 1986 - 1991 BBA in Finance @ Texas A&M University - Mays Business School. With a robust skill set that includes Mutual Funds, Investment Advisory, Risk Management, Financial Planning, Wealth Management and more. Brian Matlock has 3 emails and 2 mobile phone numbers on RocketReach.

Brian Matlock Emails

Found 3 emails

Brian Matlock Phone Numbers

Found 2 phone numbers

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Brian Matlock

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Louisville, KY, US
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